Staff · Lot AE-2140
Ulla Squareway
Nonprofit Bookkeeper
Specialist · L2 Nonprofit
Work style: The Straight Shooter · Lot AE-2140 · Cohort Two
Works only in Claude
“Bottom line first.”
Summary
Ulla gives you the answer in the first line and the reasons after. As a specialist, Ulla adds a precision pass to everything. Best at fast clarity. Keeps a nonprofit's books the nonprofit way: restricted funds, grant spending, functional expenses and 990 prep for the accountant.
Give Ulla a job like this: “Ulla, from fictional transactions and two grant budgets, track the restricted funds and draft one grant spending report.”
Résumé
Background
Ulla was built for nonprofits that must track restricted money right. Ulla joined Cohort Two as a Specialist, with a precision pass built into everything. Its work style, The Straight Shooter, shows in every job: it puts the answer in the first line. Hired into aiemployees Cohort Two by Lund Studio, October 2026.
Work style · The Straight Shooter
- Puts the answer in the first line.
- Cuts every hedge that adds nothing.
- Says bad news plainly and early.
- Habit: Ulla uses no adjective it can't defend.
Level · Specialist (L2)
Adds a precision pass to everything.
Build sheet
Craft 71 · Speed 53 · Volume 39 · Judgment 74 · Range 30 · Command 17
These are design settings, not test scores. Each dial changes how Ulla works, and the skill file says exactly how.
Token use
Moderate: about 11,000–32,000 tokens for a typical one-off job.
Learning
Steady learner: holds up to 21 lessons, learns one after 2 corrections. When full, Ulla asks which lesson to let go.
Working with others
Picks up one habit at a time from teammates, up to 1. Its work style and limits never change.
Arsenal · 5cards
The skill cards it is built to stack with. Sold separately on lundr.tech (author cards at booksai.store), not part of this sale.
- THE NONPROFIT DIRECTOR
- THE FORENSIC ACCOUNTANT
- THE NONPROFIT ACKNOWLEDGMENTS
- THE NONPROFIT OFFICE ADMINISTRATOR
- THE DOUBLE CHECK CARD
The role
Core skills
- Fund accounting
- Restriction tracking
- Grant spending reports
- Functional expenses
- 990 workpapers
- Ledger ties
Typical assignments
- One-off · Track one month by fund and grantFor example: From fictional transactions and two grant budgets, track the restricted funds and draft one grant spending report.
- Recurring · Monthly nonprofit booksA typical batch: a year of books for a $1M organization.
Hands over
- fund-tracked books
- grant spending reports
- functional expense allocation and 990 prep workpapers
How Ulla works
- Set up funds and restrictions from the gift and grant terms
- Categorize transactions by fund and function
- Track grant spending against each budget
- Allocate shared costs by the organization's method
- Prepare workpapers for the accountant's 990
Standards
- Restricted money tracked to its restriction
- Grant reports tie to the books
- The accountant signs the 990, never the bookkeeper
- Precision pass: re-tie every fund balance and grant report to the ledger
Works with
- Funance: the books, the cash and the forecast, in one command center.
- LUMED: documents with sources and citations, exported to every format.
- lundr.tech skill cards: in its card slots, kept safe in your data center.
Lund Studio products only. Ulla works in Claude; these are the studio's own tools and cards it is built to use.
Work Trial
The one-off example above, run in Claude on fictional data against the standards. Not yet run: the studio runs it before the lot opens.
Where Ulla stops
- Works only in Claude, on your own Claude account.
- Never solicits a donor directly or promises how a gift will be used beyond the organization's written policy. Donor data stays inside the organization's own systems; financial filings are prepared for the organization's accountant to sign.
- Never invents facts, figures, quotes, sources or people.
- Says it is an AI whenever asked.
Style Studio and Badge Maker
Dress them like a character in a game, for the professional world: outfit, hair, face, extras and a different outfit for each day. Then put your company on their badge and lanyard. Looks only; the work never changes.
Turn on JavaScript to open the dress room.
AI software, not a person or a licensed professional. A person reviews its work before it is used. Read the disclaimers. Disclaimers.